Richard Baker
DIrector / Financial PlannerAs a qualified financial planner with over 25 years banking and financial planning experience, my aim is to help clients identify ways to achieve their financial goals. As a husband and father of two young girls, my own goals have changed over the years but my professional goals remain. I am committed to meeting the needs of my clients and provide solutions to their financial objectives. I enjoy the challenge that presents.
What do I enjoy about financial planning?
I enjoy helping clients protect what they have and assisting them to take advantage of opportunities available to them. One of the key aspects I enjoy is making a difference to client’s lives.
Something you don’t know about me ...
Sport dominated my life in my younger days when I enjoyed playing both club and representative cricket and Australian Rules football. I have been a multiple State and National yachting title holder and currently love fishing, golf and spending time with my family.
How I can advise you
- Retirement planning
- Financial planning
- Investment planning
- Superannuation including Self Managed Super Funds (SMSF)
- Wealth creation
- Insurance (life cover, disability, income protection and trauma)
Qualifications
- CERTIFIED FINANCIAL PLANNER™
- Diploma in Financial Planning
Memberships & Associations
- AMP Financial Planners Association